SageView Advisory Group’s Highland Global Allocation Fund HGLB Stock Holding History

SageView Advisory Group’s Portfolio HGLB Stock Details HGLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$6.02K	Buy	+659	New	+$6.39K	﹤0.01%	1907

Other funds holding HGLB

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Quantedge Capital Singapore $183M AUM 37.27% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $576M AUM 23.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SageView Advisory Group's HGLB Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Highland Global Allocation Fund (HGLB) in Q4 2025: 659 shares worth $6.02K. The stake represents ﹤0.01% of the portfolio and ranks #1907 among its holdings.

43 funds tracked by Wall St. Rank hold HGLB as of Q4 2025.

SageView Advisory Group held 659 shares of Highland Global Allocation Fund worth $6.02K as of Q4 2025.
Highland Global Allocation Fund was a new SageView Advisory Group position in Q4 2025.
Highland Global Allocation Fund made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1907 holding.
43 funds tracked by Wall St. Rank held Highland Global Allocation Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.